Complete Guide to Organizing Your Records for Estate Planning: Step by Step Instructions

By using the information provided in this book, you will save money you might otherwise have spent on legal and accounting fees.

Complete Guide to Organizing Your Records for Estate Planning: Step by Step Instructions

By John N. Perigine
Planning your estate is a long, complicated process that requires much time and effort. The process of organizing your records for estate planning is equally time-consuming and complex. Hiring an attorney to assist you may cost more than you are willing to spend.
This guide will help you prepare your documents and record your final instructions and wishes. The accompanying CD-ROM contains all the materials you need to plan your estate in one convenient package.
Features of this top-rated guide include:

An estate-planning quiz that assesses your pre-existing knowledge of the estate planning process
Sample factsheets for listing all your personal information as well as information on your children, spouse, parents, adult dependents, pets, military history, and physicians
Worksheets for gathering information on your business interests, clubs and organization memberships, and financial power of attorney
Sample checklists for organizing information on your wishes and financial decisions regarding organ donation, burial and funeral arrangements, and your obituary
Extensive worksheets providing information on your will and trust, insurance policies, ownership of property, and bank accounts
Sample will that can be adapted for your own use

By using the information provided in this book, you will save money you might otherwise have spent on legal and accounting fees. In addition, you will save your family the frustration of searching for these documents if something should ever happen to you.
This book, written in an easy-to-understand language, will walk you through the process of organizing your records and make the process much easier for you and your family. 336 pages. September 2008.
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Price: $21.95
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